Creditease Wealth Management (Usa) Limited (New York)

Name: Creditease Wealth Management (Usa) Limited
Address: 500 7 Th Avenue, 8 Th Floor, New York, NY, 10018
Telephone: 646-205-6304

Creditease Wealth Management (Usa) Limited is a large advisory firm based in New York. It manages $104.07 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of New York.

Creditease Wealth Management (Usa) Limited provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Creditease Wealth Management (Usa) Limited: assets under management

The assets under management (AUM) of Creditease Wealth Management (Usa) Limited is $104.07 million. The company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Creditease Wealth Management (Usa) Limited for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Creditease Wealth Management (Usa) Limited serves?

The only and largest group of clients of Creditease Wealth Management (Usa) Limited is pooled investment vehicles with 1 clients and $104.07 million of assets under management. Among the 12 most similar advisory firms, Creditease Wealth Management (Usa) Limited has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $104.07 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Creditease Wealth Management (Usa) Limited doesn't advise any private funds.

Careers at Creditease Wealth Management (Usa) Limited

The company employs 3 people that are either part- or full-time employees. 33 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Ning Nmn Tang	Shareholder and director	1 Aug 2016	75% - 100%	6730324
Fan Nmn Gao	Chief compliance officer	1 Aug 2016	Other	6730328
Dawei Nmn Liu	President, executive chairman and chief information officer	1 Aug 2016	Other	6732468
Ning Tang	Shareholder	1 Aug 2016	75% - 100%	6730324
Fan Gao	Chief compliance officer	1 Aug 2016	Other	6730328
Dawei Liu	President and chief information officer	1 Aug 2016	Other	6732468
Tong Zhu	Senior investment advisor	1 Mar 2017	Other	5926819

Based in New York

The principal office where Creditease Wealth Management (Usa) Limited performs its advisory services is located at 500 7 Th Avenue, 8 Th Floor, New York, NY 10018, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 646-205-6304. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at crediteaseusa.com.